Janney Montgomery Scott’s H2O America Common Stock HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,707
| Closed | -$242K | – | 2817 |
|
|
2023
Q4 | $242K | Sell |
3,707
-937
| -20% | -$61.2K | ﹤0.01% | 2365 |
|
|
2023
Q3 | $279K | Sell |
4,644
-508
| -10% | -$30.5K | ﹤0.01% | 2176 |
|
|
2023
Q2 | $361K | Sell |
5,152
-27
| -0.5% | -$1.89K | ﹤0.01% | 2107 |
|
|
2023
Q1 | $394K | Sell |
5,179
-508
| -9% | -$38.6K | ﹤0.01% | 1881 |
|
|
2022
Q4 | $462K | Sell |
5,687
-4,185
| -42% | -$340K | ﹤0.01% | 1827 |
|
|
2022
Q3 | $569K | Sell |
9,872
-311
| -3% | -$17.9K | ﹤0.01% | 1616 |
|
|
2022
Q2 | $623K | Sell |
10,183
-57
| -0.6% | -$3.49K | ﹤0.01% | 1485 |
|
|
2022
Q1 | $712K | Buy |
+10,240
| New | +$712K | ﹤0.01% | 1434 |
|